See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,811 | $198,466+15.3% | $170,442+34.2% | $147,584+55.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 14.90% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,308 | $6,184-78.9% | $5,433-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $1,608 | $5,629-71.4% | $4,939-67.4% | $5,439-70.4% |
| Admin fee / account holder | $16,814 | $16,852-0.2% | $13,880+21.1% | $10,885+54.5% |